ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

Capital Planning Advisors, LLC's Holding History (CIK: 0001631941)

Note: Option positions (PUT/CALL) are excluded.

Q2 2023
Shares 1,091 Value ($000) $285 Avg Close — Range —
Q1 2023
Shares 6,689 Value ($000) $1,673 Avg Close — Range —
Q4 2022
Shares 5,922 Value ($000) $1,432 Avg Close — Range —
Q3 2022
Shares 1,115 Value ($000) $244 Avg Close — Range —
Q2 2022
Shares 1,070 Value ($000) $242 Avg Close — Range —
Q1 2022
Shares 1,120 Value ($000) $301 Avg Close — Range —
Q4 2021
Shares 1,120 Value ($000) $317 Avg Close — Range —
Q3 2021
Shares 1,086 Value ($000) $286 Avg Close — Range —
Q2 2021
Shares 1,086 Value ($000) $292 Avg Close — Range —
Q1 2021
Shares 1,086 Value ($000) $283 Avg Close — Range —
Q4 2020
Shares 1,086 Value ($000) $250 Avg Close — Range —
Q3 2020
Shares 1,086 Value ($000) $201 Avg Close — Range —
Q2 2020
Shares 1,276 Value ($000) $227 Avg Close — Range —
Q1 2020
Shares 20,644 Value ($000) $2,970 Avg Close — Range —
Q4 2019
Shares 74,127 Value ($000) $15,257 Avg Close — Range —
Q3 2019
Shares 74,194 Value ($000) $14,336 Avg Close — Range —
Q2 2019
Shares 98,211 Value ($000) $19,079 Avg Close — Range —
Q1 2019
Shares 98,096 Value ($000) $18,579 Avg Close — Range —
Q4 2018
Shares 94,873 Value ($000) $15,755 Avg Close — Range —
Q3 2018
Shares 98,649 Value ($000) $19,857 Avg Close — Range —
Q2 2018
Shares 72,289 Value ($000) $14,080 Avg Close — Range —
Q1 2018
Shares 92,188 Value ($000) $17,292 Avg Close — Range —
Q4 2017
Shares 91,964 Value ($000) $17,453 Avg Close — Range —
Q3 2017
Shares 86,384 Value ($000) $15,454 Avg Close — Range —
Q2 2017
Shares 65,496 Value ($000) $11,393 Avg Close — Range —
Q1 2017
Shares 56,073 Value ($000) $9,601 Avg Close — Range —
Q4 2016
Shares 50,723 Value ($000) $8,387 Avg Close — Range —
Q3 2016
Shares 42,932 Value ($000) $6,642 Avg Close — Range —
Q2 2016
Shares 38,467 Value ($000) $5,747 Avg Close — Range —
Q1 2016
Shares 38,518 Value ($000) $5,554 Avg Close — Range —
Q4 2015
Shares 39,971 Value ($000) $5,569 Avg Close — Range —
Q3 2015
Shares 35,310 Value ($000) $4,824 Avg Close — Range —
Q2 2015
Shares 27,043 Value ($000) $4,056 Avg Close — Range —
Q1 2015
Shares 2,295 Value ($000) $349 Avg Close — Range —